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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Westshore Wealth LLC
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|---|---|
| CRD # | 283843 |
| SEC # | 801-108664 |
| CIK # | 0001806366 |
| AUM | $534.3 M (2025-03-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 949-825-7505 |
| Address | 4041 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 9.2 | ||
| Nvidia Corp | 7.6 | ||
| Apple Inc | 5.7 | ||
| ServiceNow Inc | 4.2 | ||
| Microsoft Corp | 3.4 | ||
| Facebook Inc | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| Amazon Com Inc | 1.9 | ||
| SPDR Gold Trust | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 3.7 |
| (b) Individuals (high net worth individuals) | 180 | 518.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.3 |
| (h) Charitable organizations | 5 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 735 | 534.3 |
| By Discretionary | ||
| Discretionary | 19 | 515.9 |
| Non-Discretionary | 716 | 18.5 |
| Total | 735 | 534.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.3 | |
| Total | 735 | 534.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001806366] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integral Investment Advisors Inc
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|
CA | 0.5 |
|
DGS Capital Management LLC
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NJ | 0.5 |
|
Empower Financial Advisory LLC
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|
CT | 0.5 |
|
QP Wealth Management LLC
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FL | 0.5 |
|
Envoy Advisory Inc
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CO | 0.5 |
|
HOGE Financial Services LLC
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|
PA | 0.5 |
|
Mattern Wealth Management LLC
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|
KS | 0.5 |
|
Beta Capital Management LLC
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|
FL | 0.5 |
|
Wells Trecaso Financial Group LLC
✚
|
OH | 0.5 |
|
Cresta Advisors Ltd
✚
|
TX | 0.5 |